Berkshire Hathaway Inc.
MX ˙ BMV
SecurityMX:BRKB / Berkshire Hathaway Inc.
InstitutionRetirement Planning Group
Latest Disclosed Ownership9,172 shares
Latest Disclosed Value $ 4,395,272
Retirement Planning Group reports 7.26% increase in ownership of BRKB / Berkshire Hathaway Inc.

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 9,172 shares of Berkshire Hathaway Inc. (MX:BRKB) valued at $4,395,272 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,172 621 7.26 4,395 2.26 0.1362
2026-02-03 2025-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,551 63 0.74 4,298 0.73 0.1412
2025-10-27 2025-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8,488 591 7.48 4,267 11.24 0.1482
2025-07-30 2025-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,897 266 3.49 3,836 -5.61 0.1632
2025-04-10 2025-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,631 894 13.27 4,064 33.11 0.1906
2025-02-18 2024-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,737 190 2.90 3,054 1.33 0.1536
2024-10-10 2024-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,547 682 11.63 3,013 26.33 0.1642
2024-07-12 2024-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,865 397 7.26 2,386 3.74 0.1517
2024-04-12 2024-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,468 211 4.01 2,299 22.61 0.1761
2024-01-16 2023-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,257 14 0.27 1,875 2.12 0.1679
2023-10-25 2023-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,243 49 0.94 1,837 3.73 0.1950
2023-07-24 2023-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,194 54 1.05 1,771 11.53 0.1768
2023-04-20 2023-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,140 685 15.38 1,587 15.33 0.1691
2023-01-19 2022-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,455 49 1.11 1,376 17.01 0.1572
2022-10-14 2022-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,406 2,141 94.53 1,176 90.29 0.1479
2022-07-13 2022-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,265 -161 -6.64 618 -27.80 0.0763
2022-04-19 2022-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,426 194 8.69 856 28.34 0.0935
2022-01-20 2021-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2,232 527 30.91 667 43.44 0.0645
2021-10-18 2021-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,705 10 0.59 465 -1.27 0.0529
2021-07-19 2021-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,695 15 0.89 471 9.79 0.0541
2021-04-26 2021-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,680 16 0.96 429 11.14 0.0591
2021-01-27 2020-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,664 0 0.00 386 9.04 0.0559
2020-10-15 2020-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,664 -70 -4.04 354 14.19 0.0577
2020-08-06 2020-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,734 37 2.18 310 0.00 0.0570
2020-05-05 2020-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,697 150 9.70 310 -11.43 0.0740
2020-01-29 2019-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,547 11 0.72 350 9.72 0.0697
2019-10-25 2019-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,536 0 0.00 319 -2.45 0.0675
2019-07-25 2019-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,536 0 0.00 327 5.83 0.0742
2019-05-06 2019-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,536 -52 -3.27 309 -4.63 0.0746
2019-02-06 2018-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,588 90 6.01 324 0.93 0.0866
2018-11-07 2018-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,498 100 7.15 321 22.99 0.0827
2018-08-07 2018-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,398 0 0.00 261 -6.45 0.0703
2018-05-07 2018-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,398 10 0.72 279 1.45 0.0757
2018-01-31 2017-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,388 0 0.00 275 8.27 0.0751
2017-10-16 2017-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,388 -40 -2.80 254 4.96 0.0725
2017-07-31 2017-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,428 -30 -2.06 242 -0.41 0.0727
2017-04-27 2017-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,458 100 7.36 243 9.95 0.0739
2017-01-30 2016-12-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,358 -150 -9.95 221 1.38 0.0707
2016-11-03 2016-09-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,508 0 0.00 218 0.00 0.0705
2016-08-03 2016-06-30 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,508 15 1.00 218 2.83 0.0739
2016-05-16 2016-03-31 13F BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,493 1,493 212 0.0751
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.